Financial Services Representative

Overview

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. With offices in multiple states, we are strong, growing and committed to supporting the communities we serve. We offer annual paid volunteer time off and charitable-matching opportunities. We are honored to have been voted a Best Bank to Work For by American Banker for multiple years. Join us in the pursuit of our mission to guide people to a lifetime of financial success, with opportunities for professional growth and a collaborative environment.

Together, there's no stopping you!

Job Title: Financial Services Representative

Job Description: This position is contingent on the closing of the acquisition of branches from First Interstate Bank.

The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key functions include account and service origination, handling teller transactions, and responding to customer inquiries by telephone and in person.

• Serves customers in opening new accounts for commercial and consumer clients. Knows bank products to make recommendations based on customer needs. Contacts new clients for onboarding activities. Assists in consumer loan applications and closings in applicable markets.
• Performs teller duties including all client transactions, maintaining and balancing a cash drawer. Knowledge of ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Knowledge of dual control procedures.
• Works as a team member to accomplish company objectives and personal goals.
• Delivers outstanding customer service for lobby and phone requests. Researches and resolves client problems, acts as liaison between bank departments, and follows up to ensure resolution. Develops and maintains long-term client relationships.
• Participates in training programs to maintain and acquire additional knowledge and skills.
• Assists in opening and closing the branch, following procedures set by corporate security.
• Complies with all department and company policies, procedures, audit guidelines, and regulations.
• Performs other miscellaneous duties as assigned.

• Strong math and problem-solving skills.
• Excellent interpersonal and customer service skills with the ability to cross-sell products and services.
• Maintains confidentiality of client transactions and bank records.
• Team-oriented, positive attitude, works well with others.
• Strong oral and written communication skills.
• Ability to operate standard office equipment (computer, calculators, copier).
• Ability to prioritize, handle multiple tasks, and work independently.
• Strong organizational skills and attention to detail with high accuracy.
• Thorough knowledge of bank operations, products, and services offered at the bank.
• Knowledge of banking laws and regulations including the Bank Secrecy Act.

• None

• High School diploma or equivalent
• Associates degree in a business-related field or two years related experience, or a combination of education and experience
• Experience working in an environment with individual and team goals preferred
• Customer service experience required

• Microsoft Word and Excel
• Google Suite
• IBS
• Salesforce

• Notary License as needed by the branch

Monday - Friday 9:00 AM - 5:00 PM CST

8001 Metcalf Ave. Suite 100, Overland Park, KS 66204

Enterprise Bank & Trust is committed to equal opportunity for all applicants. If you need an accommodation to apply for a position, please contact Human Resources at

We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All offers are contingent upon successfully completing drug and background screenings. For more information about your EEO rights, please .